Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Control Who Sees What
User Permissions
User Permissions and Access
Permission Sets
Create and Edit Permission Set List Views
Edit Permission Sets from a List View
App and System Settings in Permission Sets
Permission Set Assigned Users Page
Search Permission Sets
View and Edit Assigned Apps in Permission Sets
Assign Custom Record Types in Permission Sets
Enable Custom Permissions in Permission Sets
Manage Permission Set Assignments
Object Permissions
Custom Permissions
Profiles
Create a User Role
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Real-Time Event Monitoring
Security Guidelines for Apex and Visualforce Development
API End-of-Life
PDF

Create and Edit Permission Set List Views

You can create and edit permission set list views to show a list of permission sets with specific fields and permissions. For example, you could create a list view of all permission sets in which “Modify All Data” is enabled.
Available in: Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Essentials, Contact Manager, Professional, Group, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

User Permissions Needed
To create, edit, and delete permission set list views: Manage Profiles and Permission Sets
  1. In the Permission Sets page, click Create New View, or select a view and click Edit.
  2. Enter the view name.
  3. Under Specify Filter Criteria, specify the conditions that the list items must match, such as Modify All Data equals True.
    1. Type a setting name, or click Lookup to search for and select the setting you want.
    2. Choose a filter operator.
    3. Enter the value that you want to match.

      To show only permission sets with no user license, enter License for the Setting, set the Operator to equals, and enter "" in the Value field.

      Tip

    4. To specify another filter condition, click Add Row. You can specify up to 25 filter condition rows.
  4. Under Select Columns to Display, specify the settings that you want to appear as columns in the list view. You can add up to 15 columns.
    1. From the Search picklist, select a setting type.
    2. Enter the first few letters of the setting you want to add and click Find.

      If the search finds more than 500 values, no results appear. Refine your search criteria to show fewer results.

      Note

  5. Click Save, or if you're cloning an existing view, rename it and click Save As.